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The Corn Shortage: Ideas for Investors

Tyson's earning out today (7/28), and they were down 90% over last year. Ingredient costs from high corn prices just crushed their margins. Earnings were 3 cents per share, vs. expectations of 12 cents. The stock tanked, as also did PPC, but the stocks are still too expensive. How did this idea work out?
Jul 28 22:41 pm |Rating: 0 0 |Link to Comment |View article
The Corn Shortage: Ideas for Investors

The reason that Tyson has not moved up in this high corn market, is that Tyson is no long a pure poultry play. When Tyson purchased IBP a few years ago, it became one of the nations largest processors of pork and beef (if not the largest). And even if it were still a pure poulty play, the benefits are slight IMHO, as they still have to buy grain to feed chickens economically; they can't take it out of the ration completely. I'm watching the stock, but for me to buy it any time soon, it has to move back down to at least the 12-13 range, and I would like it better if it were lower. Again, IMHO
Jun 17 09:49 am |Rating: 0 0 |Link to Comment |View article

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The Corn Shortage: Ideas for Investors

The Corn Shortage: Ideas for Investors

redbaron's Comments Stream Stats

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